I made a Tax Year 2022 Roth IRA contribution of $6000 in March 2023. While doing taxes, I realized I exceeded the income limit and withdrew the contribution + earnings before the tax filing deadline. The total was withdrawal was $6562.78 and I opted NOT to have any taxes taken out (Fed, State or early distrib).
In TT, I have correctly entered both my contribution ($6000) and excess contrib withdrawal ($6000).
My questions are:
1. Do I need to proceed with manually filling out a 1009-R for the $562 distribution on my current Tax Year 2022 Return? Or do I wait and report this on my Tax Year 2023 return in 2024? I realize I will have received my official 1099-R by that time as well.
2. In either case, which Year Printed 1099-R form will I be using? (2022, 2023, 2024)
3. Will I be using codes J and P? or J and 8?
Thank you!
